The OS Group

As clients amass wealth, they often seek guidance on how to handle the complexities of managing that wealth. This is what we do best. We provide guidance and advice, whether clients are looking to grow, preserve or transfer their wealth. Our financial advisory practice offers clients the best of both worlds: the high-touch, client-centric benefits of a boutique firm, with the resources of one of the world’s largest and most-respected financial institutions. This allows our team to address a broad range of your financial needs—from checking accounts and mortgages to investment portfolios and trust and estate planning strategies.

With more than 100 years of combined experience—and having honed our skills during some of the most trying market environments of the past 30 years—we are well versed in the intricacies of wealth management. Our business is rooted in our mission to exceed our clients’ expectations, a charge that comes not only from our years of personal experience, but also from being part of a world-class team.

We are confident that we can advise you today and grow with you over the years. We invite you to begin a meaningful and lasting relationship with us.

Services

Asset allocation

Risk management

Diversification planning

Tax-advantaged strategies

Estate Planning

Equity investment management

Fixed Income investment management

Private equity investments

Hedge fund investments

Restricted securities and option strategies

Hedging and monetization strategies

Charitable giving approaches

Cash management

Biographies

About J.P. Morgan Securities

J.P. Morgan Securities leverages one of the most comprehensive product platforms in the industry, as well as the financial strength of JPMorgan Chase & Co., one of the world’s oldest, largest and best known financial institutions. Our Investment Professionals offer clients a broad suite of transactional, wealth management and investment advisory services. They provide highly personalized service and access to world-class products and services offered through the global financial resources of J.P. Morgan.

The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. (“JPMS”), member FINRA, NYSE and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

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Bank products and services are offered through JPMorgan Chase Bank, N.A. and its affiliates. Securities are offered by J.P. Morgan Securities LLC and Clearing and Custody by J.P. Morgan Clearing Corp., both are members of FINRA, NYSE and SIPC. J.P. Morgan Securities LLC and J.P. Morgan Clearing Corp are affiliates of JPMorgan Chase Bank, N.A.